News

Nearly three-quarters of 401(k) assets are held in 5,000 big retirement plans, possibly affecting how defined contribution (DC) plans make investments, a report says.

There are personality traits of Generations X and Y that can drive retirement and financial education strategies.

Over 80% of institutional investors expect risk management to play an even greater role in the investment decision process in the future, says a new study.

A new study finds 27% of U.S. workers ages 55 to 64 say they do not know how they will use their defined contribution (DC) plan savings after...

The Defined Contribution Institutional Investment Association (DCIIA) has released a white paper titled, “DCIIA Guide to U.S. Department of Labor Tips on Selecting Target Date Funds.”

In 2013, costs for small retirement plans decreased, while those for larger plans remained flat.

Atlas Private Wealth Advisors, a newly named five-member team led by Vladislav Krubich and Tony Mayo, transitioned to LPL Financial LLC’s broker/dealer platform.  

Invesco PowerShares Capital Management LLC announced that its PowerShares International BuyBack Achievers Portfolio will be listed on the NASDAQ stock market starting February 27.

A registered investment adviser (RIA) firm has signed on to provide 3(38) investment manager services for a multiple employer plan (MEP) offering.

An analysis from financial analytics firm Cerulli Associates finds exchange-traded fund (ETF) use among registered investment advisers (RIAs) has grown nearly 27% annually over the past five years.

Two updated employee retirement planning guides from the International Foundation of Employee Benefit Plans (IFEBP) offer retirement plan participants help with timing retirement and managing pension benefits.

Does your employee retirement education include information about carrying a mortgage into retirement?

Mike Falcone is head of an expanded team of retirement plan consultants and financial services professionals tasked with growing 401(k) Advisors’ East Coast presence.

What a difference a year makes—strong investment performance and a modest rise in interest rates during 2013 caused a steep increase in the funded status of the typical...

Aside from government and non-electing church plans, is there really such thing as a non-ERISA 403(b), given the rules plan sponsors must follow now?

The Department of Labor (DOL) has received a consent judgment and order allowing it to name a new fiduciary to distribute the assets of a Captiva, Florida, retirement...

The retirement industry has shifted its focus from accumulation to income in retirement, changing the way tools present readiness and income projection.

Marc Horner has joined the UBS Financial Services DC Advisory Program.

Five mutual funds from BlackRock Inc. seek to deliver a total return that tracks the expected median cost of lifetime income.

New analysis from State Street Global Advisors (SSgA) shows smart beta strategies, designed to take advantage of both active and passive investing principals, are gaining popularity.